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Wealth CMT

Q2 2020 Holdings

Filed 2020-07-21 | 19 holdings | $129.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IWB)RUS 1000 ETF464287622$49.7K289,55338.5%
Ishares TR(MUB)NATIONAL MUN ETF464288414$13.6K118,09610.5%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$10.3K216,7838.0%
Spdr Index SHS FDS(CWI)MSCI ACWI EXUS78463X848$8.9K392,4086.9%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$8.1K45,0186.3%
Vanguard Scottsdale FDS(VONE)VNG RUS1000IDX92206C730$6.2K43,6024.8%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$6.2K83,8834.8%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$4.9K34,1323.8%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$4.8K63,2093.7%
Ishares TR(USMV)MSCI MIN VOL ETF46429B697$3.3K54,4182.6%
Ishares TR(HYG)IBOXX HI YD ETF464288513$2.8K33,8782.1%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$2.7K17,4412.1%
Ishares TR(ACWX)MSCI ACWI EX US464288240$2.3K53,8911.8%
Ishares TR(IWR)RUS MID CAP ETF464287499$1.3K23,7281.0%
Vanguard Scottsdale FDS(VTWO)VNG RUS2000IDX92206C664$1.1K9,4270.8%
Ishares TR(EMB)JPMORGAN USD EMG464288281$9598,7760.7%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$88517,1320.7%
Invesco Exch Traded FD TR II(SPLV)S&P500 LOW VOL46138E354$74515,0010.6%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$4566,1570.4%